Top 10 Reasons to Use a Professional Trustee

Most of our clients have given considerable thought to protecting their estate and preserving their hard-earned assets for the benefit of their loved ones. To ensure that their wishes are as they envision, many of them choose to set up a trust. Once you decide to fund a trust as part of your estate planning, you must then select who can best carry out your plans. “Who do I choose as my trustee?” becomes a critical planning question. 

It is imperative that you understand the strengths and weaknesses of your chosen trustee and that this person appreciates his or her responsibilities and duties to the trust beneficiaries.